ADVISORY ALPHA - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98063233
Word Mark
ADVISORY ALPHA
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-07-01
Filing Date
2023-06-28
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Statements
Goods and Services
Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Investment of funds; Investment risk assessment services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Goods and Services
Educational services, namely, providing training of best practices related to key compliance topics for certification in the field of finance; Educational services, namely, providing training of compliance for certification in the field of investment management
Goods and Services
Regulatory compliance consulting in the field of finance; Regulatory compliance consulting in the field of investment management
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2023-07-01
Primary Code
036
First Use Anywhere Date
2010-11-01
First Use In Commerce Date
2010-11-01
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2023-07-01
Primary Code
041
First Use Anywhere Date
2010-11-01
First Use In Commerce Date
2010-11-01
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2023-07-01
Primary Code
045
First Use Anywhere Date
2010-11-01
First Use In Commerce Date
2010-11-01
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
W. REID MORRIS
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 6358946 |
Trademark Events
| Event Date | Event Description |
| 2023-07-01 | NEW APPLICATION ENTERED |
